Privately Held Businesses

"For years now, we have benefitted from BPW’s technical expertise and the keen insights they bring to us. We have availed ourselves of many of their services, which truly are comprehensive. The client service we receive is exceptional. We consider them partners in our business."

Mario Borgatello, OwnerMarBorg Industries

PRIVATELY HELD BUSINESSES

You want the best for your business—strong performance, a healthy financial standing and a devoted team to support your products and services. It is our belief that the greatest reward is to see our clients succeed. We are enthusiastic and committed to exceeding your expectations through our full suite of tax, accounting and consulting services.

Our services for privately held businesses are specifically designed to take a 360° view of your business and enhance opportunities available–while reducing challenges—so you have the ability to achieve near and long-term success.

Audit & assurance

Tax planning & compliance

International tax

Estate tax

Gift tax

Partnership and corporate taxation

Entity structure

Mergers & acquisitions

Cost segregation study

Institutional financing

1031 exchanges

Litigation support

Exit strategy planning

Stock planning and investments

Benchmark analysis

Executive compensation

IRS and state audit representation

Insurance review

With distinct attention to detail, we help you plan for the future, minimize your tax burden through year-round strategic tax planning and overcome obstacles so you can continue building a lasting legacy. To help you stay focused on the daily active management of the business, we take a proactive role in providing insight and guidance to your financial well-being.

Our long-standing reputation for the finest client service, heightened technical expertise and longevity in the Santa Barbara community is reflected in our commitment to be the best and work with the best.